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DOMO, INC.(DOMO)与Offerpad Solutions Inc.(OPAD)财务数据对比。点击上方公司名可切换其他公司
Offerpad Solutions Inc.的季度营收约是DOMO, INC.的1.4倍($114.1M vs $79.4M),DOMO, INC.同比增速更快(-0.5% vs -34.5%),Offerpad Solutions Inc.自由现金流更多($65.7M vs $1.1M),过去两年DOMO, INC.的营收复合增速更高(-0.5% vs -36.8%)
Domo股份有限公司是总部设在美国犹他州美国福克的美国云软件企业,主营人工智能、商业智能与数据可视化业务,属于SaaS(软件即服务)企业,核心产品可帮助企业各层级决策者在极少IT介入的情况下,实时获取业务数据,支撑决策开展。
Offerpad Solutions Inc是美国知名房地产科技企业,专注于简化住宅房产交易流程,采用iBuyer模式直接向卖家收购房屋,完成翻新后挂牌出售,同时提供按揭、产权服务、灵活搬迁方案等配套服务,业务覆盖美国数十个州。
DOMO vs OPAD — 直观对比
营收规模更大
OPAD
是对方的1.4倍
$79.4M
营收增速更快
DOMO
高出34.1%
-34.5%
自由现金流更多
OPAD
多$64.6M
$1.1M
两年增速更快
DOMO
近两年复合增速
-36.8%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $79.4M | $114.1M |
| 净利润 | $-10.4M | — |
| 毛利率 | 74.2% | 7.0% |
| 营业利润率 | -8.7% | — |
| 净利率 | -13.1% | — |
| 营收同比 | -0.5% | -34.5% |
| 净利润同比 | 44.6% | 49.1% |
| 每股收益(稀释后) | $-0.25 | — |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
DOMO
OPAD
| Q4 25 | $79.4M | $114.1M | ||
| Q3 25 | $79.7M | $132.7M | ||
| Q2 25 | $80.1M | $160.3M | ||
| Q1 25 | $78.8M | $160.7M | ||
| Q4 24 | $79.8M | $174.3M | ||
| Q3 24 | $78.4M | $208.1M | ||
| Q2 24 | $80.1M | $251.1M | ||
| Q1 24 | $80.2M | $285.4M |
净利润
DOMO
OPAD
| Q4 25 | $-10.4M | — | ||
| Q3 25 | $-22.9M | $-11.6M | ||
| Q2 25 | $-18.1M | $-10.9M | ||
| Q1 25 | $-17.7M | $-15.1M | ||
| Q4 24 | $-18.8M | $-17.3M | ||
| Q3 24 | $-19.5M | $-13.5M | ||
| Q2 24 | $-26.0M | $-13.8M | ||
| Q1 24 | $-18.7M | $-17.5M |
毛利率
DOMO
OPAD
| Q4 25 | 74.2% | 7.0% | ||
| Q3 25 | 74.8% | 7.0% | ||
| Q2 25 | 74.2% | 8.9% | ||
| Q1 25 | 74.4% | 6.5% | ||
| Q4 24 | 75.0% | 6.1% | ||
| Q3 24 | 74.3% | 8.2% | ||
| Q2 24 | 74.1% | 8.7% | ||
| Q1 24 | 76.3% | 7.9% |
营业利润率
DOMO
OPAD
| Q4 25 | -8.7% | — | ||
| Q3 25 | -9.1% | -5.1% | ||
| Q2 25 | -17.9% | -4.9% | ||
| Q1 25 | -15.6% | -7.2% | ||
| Q4 24 | -13.9% | -7.8% | ||
| Q3 24 | -18.5% | -4.3% | ||
| Q2 24 | -26.8% | -3.9% | ||
| Q1 24 | -16.6% | -4.8% |
净利率
DOMO
OPAD
| Q4 25 | -13.1% | — | ||
| Q3 25 | -28.8% | -8.7% | ||
| Q2 25 | -22.5% | -6.8% | ||
| Q1 25 | -22.4% | -9.4% | ||
| Q4 24 | -23.5% | -9.9% | ||
| Q3 24 | -24.9% | -6.5% | ||
| Q2 24 | -32.5% | -5.5% | ||
| Q1 24 | -23.3% | -6.1% |
每股收益(稀释后)
DOMO
OPAD
| Q4 25 | $-0.25 | — | ||
| Q3 25 | $-0.56 | $-0.37 | ||
| Q2 25 | $-0.45 | $-0.39 | ||
| Q1 25 | $-0.45 | $-0.55 | ||
| Q4 24 | $-0.48 | $-0.64 | ||
| Q3 24 | $-0.51 | $-0.49 | ||
| Q2 24 | $-0.69 | $-0.50 | ||
| Q1 24 | $-0.51 | $-0.64 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | — | $26.5M |
| 总债务越低越好 | $124.2M | — |
| 股东权益账面价值 | $-191.9M | $38.2M |
| 总资产 | $201.6M | $154.8M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
DOMO
OPAD
| Q4 25 | — | $26.5M | ||
| Q3 25 | — | $31.0M | ||
| Q2 25 | $47.2M | $22.6M | ||
| Q1 25 | $45.3M | $30.8M | ||
| Q4 24 | — | $43.0M | ||
| Q3 24 | — | $48.5M | ||
| Q2 24 | $61.2M | $56.9M | ||
| Q1 24 | $60.9M | $68.5M |
总债务
DOMO
OPAD
| Q4 25 | $124.2M | — | ||
| Q3 25 | $121.9M | — | ||
| Q2 25 | $119.7M | — | ||
| Q1 25 | $117.7M | — | ||
| Q4 24 | $115.6M | — | ||
| Q3 24 | $115.2M | — | ||
| Q2 24 | $114.1M | — | ||
| Q1 24 | $113.5M | — |
股东权益
DOMO
OPAD
| Q4 25 | $-191.9M | $38.2M | ||
| Q3 25 | $-191.5M | $39.9M | ||
| Q2 25 | $-178.7M | $24.5M | ||
| Q1 25 | $-177.2M | $34.2M | ||
| Q4 24 | $-171.2M | $47.7M | ||
| Q3 24 | $-166.4M | $64.7M | ||
| Q2 24 | $-163.5M | $77.6M | ||
| Q1 24 | $-153.5M | $88.1M |
总资产
DOMO
OPAD
| Q4 25 | $201.6M | $154.8M | ||
| Q3 25 | $195.7M | $223.5M | ||
| Q2 25 | $189.7M | $268.0M | ||
| Q1 25 | $214.3M | $274.5M | ||
| Q4 24 | $190.2M | $313.1M | ||
| Q3 24 | $197.8M | $338.5M | ||
| Q2 24 | $204.4M | $406.6M | ||
| Q1 24 | $225.7M | $369.7M |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $3.4M | $66.8M |
| 自由现金流经营现金流 - 资本支出 | $1.1M | $65.7M |
| 自由现金流率自由现金流/营收 | 1.4% | 57.6% |
| 资本支出强度资本支出/营收 | 2.9% | 0.9% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $9.9M | — |
8季度趋势,按日历期对齐
经营现金流
DOMO
OPAD
| Q4 25 | $3.4M | $66.8M | ||
| Q3 25 | $3.4M | $40.0M | ||
| Q2 25 | $4.0M | $-13.5M | ||
| Q1 25 | $8.9M | $-10.2M | ||
| Q4 24 | $-13.7M | $20.8M | ||
| Q3 24 | $-6.2M | $39.6M | ||
| Q2 24 | $1.9M | $-54.4M | ||
| Q1 24 | $5.4M | $2.4M |
自由现金流
DOMO
OPAD
| Q4 25 | $1.1M | $65.7M | ||
| Q3 25 | $1.0M | — | ||
| Q2 25 | $1.0M | $-13.6M | ||
| Q1 25 | $6.7M | $-11.2M | ||
| Q4 24 | $-16.2M | $15.4M | ||
| Q3 24 | $-8.4M | $38.7M | ||
| Q2 24 | $-625.0K | $-54.4M | ||
| Q1 24 | $2.9M | $2.0M |
自由现金流率
DOMO
OPAD
| Q4 25 | 1.4% | 57.6% | ||
| Q3 25 | 1.3% | — | ||
| Q2 25 | 1.3% | -8.5% | ||
| Q1 25 | 8.5% | -7.0% | ||
| Q4 24 | -20.3% | 8.9% | ||
| Q3 24 | -10.7% | 18.6% | ||
| Q2 24 | -0.8% | -21.7% | ||
| Q1 24 | 3.6% | 0.7% |
资本支出强度
DOMO
OPAD
| Q4 25 | 2.9% | 0.9% | ||
| Q3 25 | 2.9% | 0.0% | ||
| Q2 25 | 3.7% | 0.1% | ||
| Q1 25 | 2.8% | 0.6% | ||
| Q4 24 | 3.2% | 3.1% | ||
| Q3 24 | 2.8% | 0.4% | ||
| Q2 24 | 3.2% | 0.0% | ||
| Q1 24 | 3.1% | 0.1% |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
DOMO
| Subscription | $71.9M | 91% |
| Professional Servicesand Other | $7.5M | 9% |
OPAD
暂无分部数据